There'll be a gradual reacceleration of organic growth throughout 2014.
U.S. Auto Sales came in at 16.7 million units vs consensus of 16 million units, the strongest reading since August 2008. General Motors blew away the numbers despite recalls.
Stephanie Link explains while the near term for Google could remain choppy, long term she likes the product offering in search, video, Android and the new Nest acquisition.
Stephanie Link and Jill Malandrino review the reasons why Apple stock has performed well and stayed above the $600 level since the company reported earnings back in April.
Its conference season in New York and one presentation that I attended was Capital One.
The bank stocks continue to be laggards following the disappointing 1Q results, a flurry of management missteps (think Bank of America's capital change) and the flat yield curve.
TD Ameritrade's Investor Movement Index (IMX), declined for the first time in seven months, although rather slightly. Stephanie Link and Jill Malandrino review the data.
TheStreet's Stephanie Link and Real Money Contributor Dan Nathan discuss Apple's first quarter results. Link and Nathan expected the tech giant to lower guidance for the current quarter.
One of the industrial themes that I have been focused on has been the recovery potential in the US non-residential construction market. Non-residential construction activity typically follows residential construction, which has seen steady improvement over the last 2 years due to an improving economy, low interest rates, improving pent-up demand, and better affordability.
Since my investment bias is a GARP style, I always look for groups and stocks that have lagged the broader averages. One group that has lagged for a while has been the home builder stocks - and that's piqued my interest.